Rumble Inc (RUM)
NASDAQ:RUM
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights meaningful strategic progress: near-term closing of the Northern Data acquisition, strong GPU utilization and revenue at Northern Data, emerging Cloud/GPU-as-a-Service momentum, MAU growth to 56M, a $100M Tether ad partnership, and a healthy liquidity position. However, the company remains loss-making with a materially wider net loss ($30.3M), continued adjusted EBITDA loss (~$21M), negative operating cash flow ($16.6M used), costs exceeding revenue in the quarter, and elevated sales & marketing spend. The narrative is one of a transformational opportunity balanced against near-term financial losses, integration costs, and execution risk.Company Guidance
Northern Data Acquisition Nearing Close
Rumble has secured ~81% of Northern Data's outstanding shares and received required regulatory approvals; transaction expected to close in June. Northern Data reported Q1 revenue of ~€43M and increased GPU utilization from 62% (Dec 2025) to ~85% (Mar 2026). Northern Data FY2026 revenue outlook is €130M–€150M. Management states combined company revenue would have been roughly $75M in Q1.
Emerging Cloud & GPU-as-a-Service Momentum
Rumble is negotiating multiple GPU-as-a-Service customer deals, evaluating non-dilutive GPU financing, launched one-click OpenClaw deployment, and cites early traction with institutional customers (e.g., Anchorage Digital) for mission-critical crypto and AI workloads.
User Growth and Product Engagement
Monthly active users (MAUs) reached 56 million, marking sequential growth. Rumble Shorts set a new record of ~2 million unique video views in a single day (May) and is materially contributing to MAU growth.
Strategic Commercial Partnership with Tether
Launched Rumble Wallet in partnership with Tether and secured a $100M advertising commitment from Tether that has begun modest scaling this quarter and is expected to materially scale in H2 2026 to drive creator growth and ad revenue.
Revenue Growth and Cost Improvements
Reported Q1 2026 revenue of $25.5M, up ~7% YoY from $23.7M. Audience monetization increased by $2.6M. Cost of services declined 10% YoY to $27.0M (driven by $2.3M reduction in programming/content costs and $0.7M lower other cost of services).
Balance Sheet and Leadership
Total liquidity of $233.4M (cash and equivalents $219M; 210.82 BTC valued at $14.4M). New CFO Mike Masci (ex-Intel) onboarded, bringing cloud and AI infrastructure finance expertise.
RUM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RUM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $8.17 | $7.21 | -11.81% |
Mar 05, 2026 | $5.61 | $4.91 | -12.48% |
Nov 10, 2025 | $5.89 | $6.56 | +11.38% |
May 08, 2025 | $7.78 | $9.30 | +19.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rumble Inc (RUM) report earnings?
Rumble Inc (RUM) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Rumble Inc (RUM) earnings time?
Rumble Inc (RUM) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RUM EPS forecast?
RUM EPS forecast for the fiscal quarter 2026 (Q2) is -0.09.